Capstone Investment Advisors
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Capstone Investment Advisors’s Beam Global BEEM Stock Holding History

Capstone Investment Advisors’s Portfolio BEEM Stock Details BEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,110
Closed -$451K – 1669
2020
Q4 		$451K Buy
+6,110
New +$169K ﹤0.01% 1276

Other funds holding BEEM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Capstone Investment Advisors's BEEM Position: Q1 2021 in Review

Capstone Investment Advisors sold out of Beam Global (BEEM) in Q1 2021, closing a stake of 6,110 shares — an estimated $451K sold.

Capstone Investment Advisors first reported a position in BEEM in Q4 2020 and held it in 1 quarter. The position peaked at $451K in Q4 2020. 63 funds tracked by Wall St. Rank hold BEEM as of Q1 2021.

  • Capstone Investment Advisors reported no remaining Beam Global position as of Q1 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,110 Beam Global shares in Q1 2021, an estimated $451K.
  • Capstone Investment Advisors first reported a position in Beam Global in Q4 2020 and held it in 1 quarter.
  • Capstone Investment Advisors's Beam Global position peaked at $451K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Beam Global as of Q1 2021.

Based on Capstone Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.